red bore, page-10

Agree Magikol,

If I remember rightly the end of the Ngalia run was after a result at 20%, and then the market was led to believe that it was going to be the same along strike due to commentary about field radiometrics. But the result came back around 6% (correct me if wrong - all from memory). If there is ever a way to kill momentum then over-promise and under-deliver will do it. So MC was already at $100m at that point with so much expectation built in. A SFR nearology spike to pull in a bunch of new specs and another $25m to market cap was never going to help in the momentum stakes.

But anyway the fundamentals remain strong despite Fukashima, and I fully get your point that management need to extract something to turn momentum around, lest THX ultimately end up like another QMN - which perhaps is what the critics believe has already happened. IMO, provided there is fundamental value, momentum can be turned around.